MWM
VRTV

MorganRosel Wealth Management’s VERITIV CORPORATION VRTV Stock Holding History

MorganRosel Wealth Management’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,622
Closed -$941K – 105
2022
Q3 		$941K Buy
9,622
+84
+0.9% +$9.99K 0.47% 38
2022
Q2 		$1.03M Buy
9,538
+230
+2% +$31.3K 0.55% 31
2022
Q1 		$1.24M Sell
9,308
-945
-9% -$103K 0.6% 27
2021
Q4 		$1.26M Buy
+10,253
New +$1.23M 0.61% 27

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MorganRosel Wealth Management's VRTV Position: Q4 2022 in Review

MorganRosel Wealth Management sold out of VERITIV CORPORATION (VRTV) in Q4 2022, closing a stake of 9,622 shares — an estimated $941K sold.

MorganRosel Wealth Management first reported a position in VRTV in Q4 2021 and held it in 4 quarters. The position peaked at $1.26M in Q4 2021. 251 funds tracked by Wall St. Rank hold VRTV as of Q4 2022.

  • MorganRosel Wealth Management reported no remaining VERITIV CORPORATION position as of Q4 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,622 VERITIV CORPORATION shares in Q4 2022, an estimated $941K.
  • MorganRosel Wealth Management first reported a position in VERITIV CORPORATION in Q4 2021 and held it in 4 quarters.
  • MorganRosel Wealth Management's VERITIV CORPORATION position peaked at $1.26M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2022.

Based on MorganRosel Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.